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Financial ADVSR advisor directory · SEC adviser records

Benefit Financial Services Group financial advisors in Phoenix, AZ

Every SEC-registered investment adviser representative at a Benefit Financial Services Group office in Phoenix, A to Z.

4 registered advisors work at Benefit Financial Services Group in Phoenix, out of 22 at the firm nationwide; it ranks number 55 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Benefit Financial Services Group advisors in Phoenix, A to Z

Every Benefit Financial Services Group advisor →

Benefit Financial Services Group advisors in every city and state →Benefit Financial Services Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Benefit Financial Services Group advisors in other cities

Irvine, CA 14Heath, TX 1Holly Ridge, NC 1Lakewood Ranch, FL 1Reno, NV 1

Other firms in Phoenix

All Phoenix advisors →

Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34

Questions

How many financial advisors does Benefit Financial Services Group have in Phoenix?

4 investment adviser representatives are registered at Benefit Financial Services Group offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 22 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Benefit Financial Services Group one of the largest advisor employers in Phoenix?

Benefit Financial Services Group ranks number 55 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.

How do I check a Benefit Financial Services Group advisor in Phoenix?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Benefit Financial Services Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.